See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,762 | $185,822-62.5% | $169,993-59.0% | $139,434-50.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.75% | 60.50%-51.7pp | 53.37%-44.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $5,969 | $7,590-21.4% | $6,785-12.0% | $4,751+25.6% |
| Participant deferral / active EE | $6,633 | $11,622-42.9% | $10,408-36.3% | $6,710-1.1% |
| Admin fee / account holder | $180 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |